Administration
16. Settings, Integrations & Security
The Settings and Integrations modules manage workspace configurations, company legal details, team invitations, role-based access permissions, API webhooks, and third-party provider connections.
Role-Based Access Control (RBAC)
Granular permissions ensuring security across sales, administration, and executive staff:
| Role Level | Read Permissions | Write / Edit Permissions | Administrative Actions |
|---|---|---|---|
| Owner | All workspace records | All workspace records | Billing, user management, API keys, delete project |
| Admin | All workspace records | All records, pipelines, forms | Custom schema editing, integration configuration |
| Member | Assigned accounts & deals | Own records & activities | Cannot edit schemas or billing settings |
Governance & Settings Alternatives Comparison
| Governance Dimension | SHPI Workspace Governance | Enterprise CRM Administration | Uncontrolled Spreadsheets |
|---|---|---|---|
| Permission Simplicity | Clean role-based tiering with clear boundaries | Convoluted profiles, permission sets, and sharing rules | Anyone with the link can copy, edit, or wipe out data |
| Audit Logging | Immutable operational event log across commercial changes | Expensive add-on shield licenses required for full history | Zero audit trail of who changed numbers or deleted records |
| API & Webhooks | Secure webhook dispatching for external system synchronization | Complex API quotas and expensive developer tiers | No native API; requires manual imports and exports |